CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23B
AUM Growth
-$570M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,206
New
Increased
Reduced
Closed

Top Buys

1
+$85.2M
2
+$59.6M
3
+$55.8M
4
WPZ
Williams Partners L.P.
WPZ
+$50.2M
5
AM icon
Antero Midstream
AM
+$40.4M

Top Sells

1
+$311M
2
+$107M
3
+$64.8M
4
META icon
Meta Platforms (Facebook)
META
+$52.6M
5
OMC icon
Omnicom Group
OMC
+$51.6M

Sector Composition

1 Technology 18.2%
2 Financials 14.96%
3 Energy 14.08%
4 Healthcare 13.39%
5 Consumer Discretionary 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$157K ﹤0.01%
2,500
952
$157K ﹤0.01%
3,975
-45
953
$156K ﹤0.01%
1,630
954
$156K ﹤0.01%
8,000
955
$154K ﹤0.01%
1,462
-119
956
$154K ﹤0.01%
6,965
957
$152K ﹤0.01%
815
+472
958
$151K ﹤0.01%
2,043
959
$150K ﹤0.01%
2,355
-750
960
$148K ﹤0.01%
1,221
+158
961
$145K ﹤0.01%
2,251
962
$144K ﹤0.01%
2,925
963
$142K ﹤0.01%
3,307
-50
964
$141K ﹤0.01%
1,339
-195
965
$141K ﹤0.01%
3,542
-54
966
$140K ﹤0.01%
2,690
+662
967
$140K ﹤0.01%
600
-7,514
968
$140K ﹤0.01%
9,800
969
$140K ﹤0.01%
1,635
-1,215
970
$139K ﹤0.01%
1,315
+530
971
$138K ﹤0.01%
2,225
+9
972
$137K ﹤0.01%
5,200
973
$137K ﹤0.01%
838
-130
974
$136K ﹤0.01%
2,172
+62
975
$136K ﹤0.01%
+4,850
37 38
39
40 41